Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hillary? Claim Your ProfileHillary Collins has been in the financial services industry since August 5, 2007. Hillary is currently a Registered Representative and Investment Advisor Representative with Rockefeller Financial LLC. Hillary specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
09/04/2020 - Present
Rockefeller Financial LLC (San Francisco CA)
CA
08/16/2018 - 09/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
10/22/2015 - 08/06/2018
MORGAN STANLEY (OAKLAND CA)
CA
10/23/2009 - 08/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
06/06/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/29/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hillary Collins is the right advisor for you? Invested Better is here to help.
